What our Embarkees do
The Embark Programme is designed to offer individuals, who have been successful in their current career, an opportunity to utilise their skill set and transition into the role of a Private Banker.
Once the initial training programme has been completed, each Embarkee can become a Private Banker with either UK or international coverage. The objectives of the role will be to acquire, develop, retain and service a portfolio of complex clients.
Key responsibilities for a Private Banker include:
- Identify clients' needs and objectives by maintaining regular contact, providing comprehensive financial solutions utilising the full range of Barclays Group products and services and, where appropriate, external products and services
- Achieve new business and referrals from the existing book to increase assets under management and profitability of existing clients
- Develop and deliver to a budget and business plan managing revenues, assets under management and costs
- Communicate/deliver/close on client proposals, preparing bespoke client solutions as necessary
- Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists
- Co-ordinate effectively with product providers and booking units
- Share best practices within and across Barclays
- Meet governance, risk management, training and competence, controls and compliance requirements
- Identify opportunities to acquire qualifying new clients
